TLYHX Mutual Fund

TLYHX Mutual Fund

NAV$33.16

Returns Overview

1 Month
+0.06%
3 Months
+9.81%
6 Months
+8.46%
YTD
+7.92%
1 Year
+17.22%
3 Years (annualized)
+14.53%
5 Years (annualized)
+7.60%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLYHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Index 2035 Fund Composite Index
This Mutual Fund (YTD)
+7.92%
Peer Avg (YTD)
+7.64%
vs Peers
+0.28%

TLYHX Mutual Fund Performance

TLYHX performance across multiple time periods: 1-month 0.06%, YTD 7.92%, 1-year 17.22%, 3-year 14.53%, 5-year 7.60%, 10-year 10.13%.

TLYHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

TLYHX performance comparison shows side-by-side returns with another fund. TLYHX alternatives are available in the Mutual Fund Screener.